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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Marc Agresti (CRD# 2507278) is an Investment Advisor Representative working at Primerica Advisors in Milford, CT and has over 29 years of experience in the finance industry.
Sandra Assunto (CRD# 4590156) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, CT and has over 18 years of experience in the finance industry.
Matthew Barr (CRD# 4502089) is an Investment Advisor Representative working at Primerica Advisors in Milford, CT and has over 12 years of experience in the finance industry.
James Betzig (CRD# 2457078) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 29 years of experience in the finance industry.
Beth Botti (CRD# 4304575) is an Investment Advisor Representative working at Equitable Advisors, LLC in Milford, CT and has over 23 years of experience in the finance industry.
Katharine Coppola (CRD# 5093846) is an Investment Advisor Representative working at First Advisors National, LLC in Milford, CT and has over 17 years of experience in the finance industry.
Matthew Coutcher (CRD# 6934345) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 5 years of experience in the finance industry. Matthew Coutcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Czajkowski (CRD# 1391990) is an Investment Advisor Representative working at Equitable Advisors, LLC in Milford, CT and has over 38 years of experience in the finance industry.
Michael Del Re (CRD# 2516356) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Milford, CT and has over 29 years of experience in the finance industry.
Shan Diao (CRD# 2885930) is an Investment Advisor Representative working at Equitable Advisors, LLC in Milford, CT and has over 26 years of experience in the finance industry.